Remote Leadership Trainee - Benefits

AO Garcia Agency; Reading (Berks County); Remote; USD 50,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote team member in the financial services space. You will enroll and support clients who asked for guidance, and participate in web presentations as part of delivering value to families.

You will join a growing team with mentorship and tools, while shaping a schedule that fits real-life needs.

Qualifications

• Clear, human communication.
• Self-motivation with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage in client-facing, remote financial services delivery with web presentations.

Skills

Clear communication

Self-motivation

Discipline

Adaptability to process

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"